Real Assets – Page 23
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The Evolving Opportunity in Real Estate Debt
While the current landscape may be challenging to navigate, it is also shaping a compelling opportunity in real estate debt—from core to opportunistic lending.
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Primonial REIM Real Estate Convictions Q1 2023
The unexpected resilience of the European economy has led to an improvement in the business perspectives for 2023. However, the ECB has once again chosen to increase its interest rates to limit the impact of inflation, which is expected to decrease by the end of the year.
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UK real estate review: recession, recovery, renewal
The first half of 2022 saw UK real estate values, led by industrial and parts of the retail sector, appreciate by 6.5%1 despite a backdrop of significant inflation concerns, the invasion of Ukraine and policy rate hikes.
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Q&A: Place based impact investing, and how pension capital can help the UK level up
Two of Schroders Capital’s real estate experts explain why place-based impact investing and pension fund capital are so well aligned.
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Monthly Research Report - March 2023
Residential Remains Defensive In A Higher Interest Rate Environment
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The commercial real estate debt market: Separating fact from fiction
Recent stress in the banking sector is not a systemic commercial real estate (CRE) debt problem, and the risk of loss to lenders likely will be smaller than many believe.
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Why change is needed in real estate investing
Why real estate investors need to work harder, smarter, better. Faced with a more challenging outlook for returns, real-estate equity investors must get more sophisticated and active, argue Ben Sanderson and David Hedalen.
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ISA Focus: Revisiting the future of office
The balance of virtual and in-person interaction is close to a post-pandemic steady state. So we observed in our ISA Outlook 2023, where we called this out as one of our key global themes for the year.
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Sustainability: Expanding infrastructure’s parameters
While essentiality and high barriers to entry have long been trademark infrastructure traits, the asset class is increasingly being defined by sustainability.
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Examining technology as a real estate disruptor
In our final article of a three-part proptech series, we examine technological advancements driving change throughout the sector.
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Tailwinds propel life science sector forward over the long term
Sentiment for the life sciences sector reached a fever pitch during the COVID-19 pandemic; global attention turned to the biopharma industry as it mobilized in record time to deliver life-saving vaccines.
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New ways of living and working are shaping real estate markets
The future for real estate is intertwined with the prospects and culture of younger people, or Generation Z. Real estate is a long-term business so these are the tenants and workers that asset owners and managers need to channel, especially as senior employees retire from the workforce.
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Doing the homework on UK student accommodation
Student numbers are increasing in the UK but there is a lack of suitable accommodation. Read more about our outlook for this sector.
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Universal access to clean water and sanitation has wide-ranging benefits
As a resource that is critical to life on Earth, it behoves us as stewards of the planet to look after water. Beyond answers to droughts and floods, and the damage they do to the economy, other areas such as providing clean water and sanitation can have considerable benefits for society at large that extend from reduced healthcare costs to improved productivity.
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Delivering sustainable returns in real estate investing
Climate change is affecting every sector of our economy, and it remains one of the most important factors to consider when making long term investment decisions.
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The Investment Podcast: Infrastructure - an industrial revolution?
Investing in infrastructure has historically been about existing, stable and secure assets. In recent years, there has been a concerted effort to drive towards sustainable sources of power and energy needs and have resilient local infrastructure.
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European tenants: the search for affordable housing
What does ‘affordable’ mean when it comes to housing? Read more about the outlook for European tenants.
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Real estate – understanding the new normal
2022 was a year of many unforeseen events – from geopolitical upheaval leading to slowing economies around the world, to surging inflation and rising interest rates – all marking the end of the property cycle.
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Finding secure income in inflationary times
Renos Booth, Isabel Gossling and Kris McPhail discuss what real estate long-income strategies can deliver in the face of spiking inflation across Europe.